--- .../prog/en/modules/help/members/boraccount.tt | 2 +- .../prog/en/modules/help/members/mancredit.tt | 2 +- .../prog/en/modules/help/members/maninvoice.tt | 3 +- .../prog/en/modules/help/members/member-flags.tt | 39 +++++++++----- .../en/modules/help/members/member-password.tt | 8 ++-- .../prog/en/modules/help/members/member.tt | 34 +++++++++++- .../prog/en/modules/help/members/memberentry.tt | 25 ++++++--- .../prog/en/modules/help/members/members-home.tt | 34 +++++++++++- .../prog/en/modules/help/members/moremember.tt | 19 +++++-- .../prog/en/modules/help/members/notices.tt | 2 +- .../prog/en/modules/help/members/pay.tt | 55 +++++++++++-------- .../prog/en/modules/help/members/paycollect.tt | 55 +++++++++++-------- .../prog/en/modules/help/members/readingrec.tt | 6 ++- 13 files changed, 193 insertions(+), 91 deletions(-)
diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt index 8d26aea..15e1e74 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/boraccount.tt @@ -19,6 +19,6 @@ <p>To the right of each account line there is a print link. Clicking that link will print an invoice for the line item that includes the date and description of the line item along with the total outstanding on the account.</p> -<p><strong>See the full documentation for Patron Fines in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html#patronfines";>manual</a> (online).</strong></p> +<p><strong>See the full documentation for Patron Fines in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html#patronfines";>manual</a> (online).</strong></p> [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt index 4238795..073d52f 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/mancredit.tt @@ -11,6 +11,6 @@ <li>In the amount field, do not enter currency symbols, only numbers and decimals</li> </ul> -<p><strong>See the full documentation for Creating Manual Credits in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html#manualcredit";>manual</a> (online).</strong></p> +<p><strong>See the full documentation for Creating Manual Credits in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html#manualcredit";>manual</a> (online).</strong></p> [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt index 0b6378f..3054fbb 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/maninvoice.tt @@ -3,7 +3,6 @@ <h1>Create Manual Invoice</h1> <p>For fees that are not automatically charged, librarians can create a manual invoice</p> - <ul> <li>First choose the type of invoice you would like to create <ul> @@ -15,6 +14,6 @@ <li>In the amount field, do not enter currency symbols, only numbers and decimals</li> </ul> -<p><strong>See the full documentation for Creating Manual Invoices in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html#manualinvoice";>manual</a> (online).</strong></p> +<p><strong>See the full documentation for Creating Manual Invoices in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html#manualinvoice";>manual</a> (online).</strong></p> [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tt index 9559314..a48beac 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-flags.tt @@ -6,7 +6,7 @@ <p style="color: #990000">Important: In order for a staff member to log into the staff interface they must have (at the very least) 'catalogue' permissions which allow them to view the staff interface.</p> -<h2>6.1. Setting Patron Permissions</h2> +<h2>Setting Patron Permissions</h2> <p>To set patron permissions, you must first have a patron of the 'Staff' type open</p> @@ -15,12 +15,16 @@ <li>You will be presented with a list of preferences, some of which can be expanded by clicking the plus sign to the left of the section title.</li> </ul> -<h2>Patron Permissions Defined</h2> +<h3>Patron Permissions Defined</h3> <ul> <li>superlibrarian <ul> - <li>Access to all functions within the staff client</li> + <li>Access to all functions within the staff client +<ul> + <li style="background-color: #ffe599;">Tip: With this selected there is no need to choose any other permissions</li> +</ul> +</li> </ul> </li> <li>circulate @@ -110,28 +114,30 @@ <li>staffaccess <ul> <li>Provides the ability to modify login / permissions for staff users</li> + <li style="color: #990000">Important: Requires the borrowers permission above</li> </ul> </li> </ul> -<h3>Granular Circulate Permissions</h3> +<h4>Granular Circulate Permissions</h4> <p>If the staff member has 'circulate' permissions they have the ability to perform all of these actions. If you would like to control circulation permissions on a more granular level choose from these options:</p> <ul> <li>circulate_remaining_permissions <ul> - <li>All circulation rights except override permissions</li> + <li>All circulation rights except the ability to override renewals</li> </ul> </li> <li>override_renewals <ul> <li>Override blocked renewals</li> + <li>Requires that the staff member also has circulate_remaining_permissions</li> </ul> </li> </ul> -<h3>Granular Holds Permissions</h3> +<h4>Granular Holds Permissions</h4> <p>If the staff member has 'reserveforothers' permissions they have the ability to perform all of these actions. If you would like to control holds permissions on a more granular level choose from these options:</p> @@ -143,12 +149,12 @@ </li> <li>place_holds <ul> - <li>All staff members to place holds for patrons via the staff interface</li> + <li>Allows staff members to place holds for patrons via the staff interface</li> </ul> </li> </ul> -<h3>Granular Cataloging Permissions</h3> +<h4>Granular Cataloging Permissions</h4> <p>If the staff member has 'editcatalogue' permissions they have the ability to perform all of these actions. If you would like to control cataloging permissions on a more granular level choose from these options:</p> @@ -170,14 +176,14 @@ </li> </ul> -<h3>Granular Acquisitions Permissions</h3> +<h4>Granular Acquisitions Permissions</h4> <p>If the staff member has 'acquisition' permissions they have the ability to perform all of these actions. If you would like to control acquisitions permissions on a more granular level choose from these options:</p> <ul> <li>budget_add_del <ul> - <li>Ability to add and delete budgets (not modify()</li> + <li>Ability to add and delete budgets (not modify)</li> </ul> </li> <li>budget_manage @@ -227,7 +233,7 @@ </li> </ul> -<h3>Granular Serials Permissions</h3> +<h4>Granular Serials Permissions</h4> <p>If the staff member has 'serials' permissions they have the ability to perform all of these actions. If you would like to control serials permissions on a more granular level choose from these options:</p> @@ -274,7 +280,7 @@ </li> </ul> -<h3>Granular Tools Permissions</h3> +<h4>Granular Tools Permissions</h4> <p>If the staff member has 'tools' permissions they have the ability to access and use all items under the Tools menu. If you would like to control which tools staff members have access to on a more granular level choose from these options:</p> @@ -364,6 +370,11 @@ <li>Stage MARC records into the reservoir (Access to the Stage MARC Records Tool)</li> </ul> </li> + <li>upload_local_cover_images +<ul> + <li>Upload local cover images (Access to the Upload Local Cover Image Tool)</li> +</ul> +</li> <li>view_system_logs <ul> <li>Browse the system logs (Access to the Log Viewer Tool)</li> @@ -371,7 +382,7 @@ </li> </ul> -<h3>Granular Reports Permissions</h3> +<h4>Granular Reports Permissions</h4> <p>If the staff member has 'reports' permissions they have the ability to perform all of these actions. If you would like to control reports permissions on a more granular level choose from these options:</p> @@ -388,6 +399,6 @@ </li> </ul> -<p><strong>See the full documentation for Patron Permissions in the <a href="http://manual.koha-community.org/3.6/en/patronpermissions.html";>manual</a> (online).</strong></p> +<p><strong>See the full documentation for Patron Permissions in the <a href="http://manual.koha-community.org/3.8/en/patronpermissions.html";>manual</a> (online).</strong></p> [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tt index 3aa783c..94522f3 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member-password.tt @@ -5,9 +5,9 @@ <p>To only change the patron's password, click the 'Change Password' button</p> <ul> - <li>Patron passwords are encrypted and cannot be recovered by the library staff</li> - <li>This form will automatically generate a random password, this password is not the patron's current password, just a new random password</li> -</ul> + <li>Koha cannot display existing passwords. Leave the field blank to leave password unchanged.</li> + <li>This form can automatically generate a random password if you click the link labeled "Click to fill with a randomly generated suggestion. Passwords will be displayed as text."</li> +</ul> <p>The default minimum password length is 3 characters long. To change this value, update your system preferences.</p> @@ -15,7 +15,7 @@ <li><em>Get there:</em> More > Administration > Global System Preferences > Patrons > minPasswordLength</li> </ul> -<p><strong>See the full documentation for Editing Patrons in the <a href="http://manual.koha-community.org/3.6/en/editpatrons.html";>manual</a> (online).</strong></p> +<p><strong>See the full documentation for Editing Patrons in the <a href="http://manual.koha-community.org/3.8/en/editpatrons.html";>manual</a> (online).</strong></p> [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt index 4a6e75f..fff6828 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/member.tt @@ -2,12 +2,40 @@ <h1>Patron Search</h1> -<p>Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron by entering any part of their name or barcode in the search box at the top.</p> +<p>From here you can search for a patron by using the search boxes at the top of the page.</p> -<p>If you want to search for more than just a part of a patron name or number, you can click the plus sign [+] to the right of the search box.</p> +<p>Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron.</p> + +<p>Depending on what you have chosen for the 'Search fields' you can search for patrons in various different ways.</p> + +<ul> + <li>Standard: +<ul> + <li>Enter any part of their name, username, email address or barcode</li> +</ul> +</li> + <li>Email: +<ul> + <li>Enter any part of their email address.</li> +</ul> +</li> + <li>Borrower number: +<ul> + <li>Enter the Koha borrower number</li> +</ul> +</li> + <li>Phone number: +<ul> + <li>Enter the phone number exactly as it is in the system or by using spaces between each batch of numbers.</li> + <li>Example: To find (212) 555-1212 you can search for it exactly as it was entered or by searching for 212 555 1212</li> +</ul> +</li> +</ul> + +<p>If you want to filter your results to a specific branch or category, you can click the plus sign [+] to the right of the search box.</p> <p>You can also browse through the patron records by clicking on the linked letters across the top.</p> -<p><strong>See the full documentation for Patron Search in the <a href="http://manual.koha-community.org/3.6/en/patronsearch.html";>manual</a> (online).</strong></p> +<p><strong>See the full documentation for Patron Search in the <a href="http://manual.koha-community.org/3.8/en/patronsearch.html";>manual</a> (online).</strong></p> [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt index fb91651..a7ccd1b 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/memberentry.tt @@ -16,17 +16,24 @@ </ul> </li> </ul> + <h2>Add a new Patron</h2> + +<p>Patrons are added by going to the 'Patrons' module.</p> + <ul> <li>Click 'New'</li> - <li>Enter the identifying information regarding your patron + <li>First enter the identifying information regarding your patron <ul> <li>Required fields are defined in the BorrowerMandatoryField system preference</li> - <li>Unwanted fields are defined in the BorrowerUnwantedField system preference</li> <li>Salutation is populated by the BorrowersTitles system preference</li> </ul> </li> - <li>Next enter the contact information</li> + <li>Next enter the contact information +<ul> + <li>For contact information, note that the primary phone and email addresses are the ones that appear on notices and slips printed during circulation (receipts, transfer slips and hold slips). The primary email is also the one that overdue notices and other messages go to.</li> +</ul> +</li> <li>If this patron is a child, you will be asked to attach the child patron to an adult patron <ul> <li>Click 'Set to Patron' to search your system for an existing patron</li> @@ -47,6 +54,7 @@ <li>The library management section includes values that are used within the library <ul> <li>The card number field is automatically calculated if you have the autoMemberNum system preference set that way</li> + <li><strong>Note:</strong> For a newly installed system this preference will start at 1 and increment by 1 each time after. To have it start with the starting number of your barcodes, enter the first barcode by hand in the patron record and save the patron. After that the field will increment that number by 1.</li> <li>If you accidentally chose the wrong patron category at the beginning you can fix that here</li> <li>Sort 1 and 2 are used for statistical purposes within your library</li> </ul> @@ -57,26 +65,27 @@ <li>If your patron cards expire (based on your patron category settings) the Expiry date will automatically be calculated</li> <li>The OPAC Note is a note for the patron - it will appear in the OPAC on the patron's record</li> <li>The Circulation Note is meant solely for your library staff and will appear when the circulation staff goes to check an item out to the patron</li> - <li>The OPAC Login and Password are used by the patron to log into their account in the OPAC. They are also used for staff accounts to provide them access to the staff client.</li> + <li>The Staff/OPAC asks for the username and password to be used by the patron (and/or staff member) to log into their account in the OPAC and for staff to log in to the staff client.</li> </ul> </li> <li>If you have set additional patron attributes up, these will appear next</li> <li>Finally, if you have EnhancedMessagingPreferences set to 'allow,' you can choose the messaging preferences for this patron. <ul> - <li>These preferences will override any you set via the patron categories</li> - <li>These preference can be altered by the patron via the OPAC</li> + <li style="color: #990000">Important: These preferences will override any you set via the patron categories</li> + <li style="color: #990000">Important: These preference can be altered by the patron via the OPAC</li> </ul> </li> <li>Once finished, click 'Save'</li> - <li>At this point if the system suspects this patron is a duplicate of another it will warn you.</li> </ul> +<p>If the system suspects this patron is a duplicate of another it will warn you.</p> + <h2>Add a Staff Patron</h2> <p>All staff members must be entered into Koha as patrons of the 'Staff' type. Follow the steps in Add a Patron to add a staff member. To give the staff member permissions to access the staff client, follow the steps in Patron Permissions</p> <p style="color: #990000">Remember to assign your staff secure usernames and passwords since these will be used to log into the staff client.</p> -<p><strong>See the full documentation for Adding Patrons in the <a href="http://manual.koha-community.org/3.6/en/patrons.html#addnewpatron";>manual</a> (online).</strong></p> +<p><strong>See the full documentation for Adding Patrons in the <a href="http://manual.koha-community.org/3.8/en/patrons.html#addnewpatron";>manual</a> (online).</strong></p> [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt index 765a813..34db9f5 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/members-home.tt @@ -4,12 +4,40 @@ <p>The Patrons module stores the information you add about your patrons.</p> -<p>From here you can search for a patron by entering any part of their name, username, email address or barcode in the search box at the top.</p> +<p>From here you can search for a patron by using the search boxes at the top of the page.</p> -<p>If you want to search for more than just a part of a patron name, username, email address or barcode, you can click the plus sign [+] to the right of the search box.</p> +<p>Clicking on the link to the Patron module will bring you to a search/browse screen for patrons. From here you can search for a patron.</p> + +<p>Depending on what you have chosen for the 'Search fields' you can search for patrons in various different ways.</p> + +<ul> + <li>Standard: +<ul> + <li>Enter any part of their name, username, email address or barcode</li> +</ul> +</li> + <li>Email: +<ul> + <li>Enter any part of their email address.</li> +</ul> +</li> + <li>Borrower number: +<ul> + <li>Enter the Koha borrower number</li> +</ul> +</li> + <li>Phone number: +<ul> + <li>Enter the phone number exactly as it is in the system or by using spaces between each batch of numbers.</li> + <li>Example: To find (212) 555-1212 you can search for it exactly as it was entered or by searching for 212 555 1212</li> +</ul> +</li> +</ul> + +<p>If you want to filter your results to a specific branch or category, you can click the plus sign [+] to the right of the search box.</p> <p>You can also browse through the patron records by clicking on the linked letters across the top.</p> -<p><strong>See the full documentation for the Patrons module in the <a href="http://manual.koha-community.org/3.6/en/patrons.html";>manual</a> (online).</strong></p> +<p><strong>See the full documentation for the Patrons module in the <a href="http://manual.koha-community.org/3.8/en/patrons.html";>manual</a> (online).</strong></p> [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt index d674919..1dc88df 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/moremember.tt @@ -47,32 +47,39 @@ <h2>Editing Patrons</h2> <p>Patrons in Koha can be edited using one of many edit buttons.</p> + <ul> <li>To edit the entire patron record simply click the 'Edit' button at the top of the patron record.</li> <li>To only change the patron's password, click the 'Change Password' button <ul> - <li>Patron passwords are encrypted and cannot be recovered by the library staff</li> - <li>This form will automatically generate a random password, this password is not the patron's current password, just a new random password</li> + <li>Koha cannot display existing passwords. Leave the field blank to leave password unchanged.</li> + <li>This form can automatically generate a random password if you click the link labeled "Click to fill with a randomly generated suggestion. Passwords will be displayed as text."</li> </ul> </li> <li>To edit a specific section of the patron record (for example the Library Use section) click the 'Edit' link below the section</li> <li>A patron image can be added by browsing for the image on your machine from the 'Manage Patron Image' section <ul> - <li>This form will not appear if you have the patronimages system preference to allow patron images</li> + <li>This form will not appear if you have the patronimages system preference to not allow patron images</li> <li>To add patron images in bulk, use the Upload Patron Images Tool</li> </ul> </li> <li>Patrons can also be blocked from checking items out by setting Patron Flags <ul> <li>If you would like your circulation staff to confirm a patron's address before checking items out to the patron, you can see the 'Gone no Address' flag</li> - <li>If you would like to prevent a patron from checking items out or performing circulation actions at the library you can set the 'Restricted' flag + <li>If you would like to bar a patron from the library you can set the 'Restricted' flag <ul> - <li>This flag can automatically be set with the Overdue/Notice Status Triggers</li> + <li>This flag can automatically be set with the Overdue/Notice StatusTriggers</li> </ul> </li> + <li>If you enter in a date and/or note related to the restriction you will see that in the restricted message as well</li> <li>If the patron reports that they have lost their card you can set the 'Lost Card' flag to prevent someone else from using that card to check items out</li> </ul> </li> + <li>Children patrons do not become adults automatically in Koha. To upgrade a child patron to and adult patron category click on the 'More' menu and choose 'Update Child to Adult Patron' +<ul> + <li>You will then be presented with a pop up window asking which one of your adult patron categories this Child should be updated to</li> +</ul> +</li> </ul> <h2>Duplicate a Patron</h2> @@ -90,6 +97,6 @@ <li>You will be brought to your new patron</li> </ul> -<p><strong>See the full documentation for the Patron Details in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html";>manual</a> (online).</strong></p> +<p><strong>See the full documentation for the Patron Details in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html";>manual</a> (online).</strong></p> [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt index df521c4..2e5bf37 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/notices.tt @@ -6,6 +6,6 @@ <p>Clicking on the message title will expand the view to show you the full text of the message that was sent.</p> -<p><strong>See the full documentation for Patron Notices in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html#patnotices";>manual</a> (online).</strong></p> +<p><strong>See the full documentation for Patron Notices in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html#patnotices";>manual</a> (online).</strong></p> [% INCLUDE 'help-bottom.inc' %] \ No newline at end of file diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt index beb76e5..67b8a3a 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/pay.tt @@ -2,52 +2,61 @@ <h1>Pay and Writeoff Fines</h1> -<p>Each line item can be paid in full, partially paid, or written off.</p> +<p>Each line item can be paid in full (or written off) using the 'Pay Fines' tab.</p> -<h4>Pay a fine in full</h4> +<ul> + <li>Each line item can be paid in full, partially paid, or written off.</li> + <li>Pay a fine in full <ul> <li>Click "Pay" next to the fine you want to pay in full</li> <li>The full amount of the fine will be populated for you in the "Collect From Patron" box</li> - <li>Click "Confirm" </li> + <li>Click "Confirm"</li> <li>The fine will be removed from outstanding fines, and displayed as fully paid.</li> </ul> - -<h4>Pay a partial fine</h4> +</li> + <li>Pay a partial fine <ul> <li>Click "Pay" next to the fine you want to partially pay</li> <li>Enter the amount you are collecting from the patron in the "Collect From Patron" box</li> - <li>Click "Confirm" </li> + <li>Click "Confirm"</li> <li>The fine will be updated to show the original Amount, and the current Amount Outstanding</li> </ul> - -<h4>Writeoff a single fine</h4> -<ul> - <li>Click "Writeoff" next to the fine you wish to writeoff.</li> - <li>The fine will be removed from outstanding fines, and displayed as fully paid.</li> -</ul> - -<h4>Pay an amount towards all fines</h4> +</li> + <li>Pay an amount towards all fines <ul> <li>Click the "Pay Amount" button</li> <li>Enter the amount you are collecting from the patron in "Collect from Patron." The sum of all fines is shown in "Total Amount Outstanding"</li> <li>Click "Confirm"</li> <li>The fine totals will be updated with the payment applied to oldest fines first.</li> </ul> - -<h4>Writeoff All fines</h4> -<ul> - <li>Click the "Writeoff All" button</li> - <li>All fines will be removed from outstanding fines, and displayed as written off.</li> -</ul> - -<h4>Pay Selected fines</h4> +</li> + <li>Pay Selected fines <ul> <li>Check the selection boxes next to the fines you wish to pay, click "Pay Selected"</li> <li>Enter an amount to pay towards the fines.</li> <li>Click "Confirm"</li> <li>The fine totals will be updated with the payment applied to the oldest selected fines first.</li> </ul> +</li> + <li>Writeoff a single fine +<ul> + <li>Click "Writeoff" next to the fine you wish to writeoff.</li> + <li>The fine will be removed from outstanding fines, and displayed as written off.</li> +</ul> +</li> + <li>Writeoff All fines +<ul> + <li>Click the "Writeoff All" button</li> + <li>All fines will be removed from outstanding fines, and displayed as written off.</li> +</ul> +</li> + <li>If you accidentally mark and item as paid, you can reverse that line item by clicking 'Reverse' to the right of the line +<ul> + <li>Once clicked a new line item will be added to the account, showing the payment as reversed</li> +</ul> +</li> +</ul> -<p><strong>See the full documentation for Paying Fines in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html#payfines";>manual</a> (online).</strong></p> +<p><strong>See the full documentation for Paying Fines in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html#payfines";>manual</a> (online).</strong></p> [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt index beb76e5..67b8a3a 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/paycollect.tt @@ -2,52 +2,61 @@ <h1>Pay and Writeoff Fines</h1> -<p>Each line item can be paid in full, partially paid, or written off.</p> +<p>Each line item can be paid in full (or written off) using the 'Pay Fines' tab.</p> -<h4>Pay a fine in full</h4> +<ul> + <li>Each line item can be paid in full, partially paid, or written off.</li> + <li>Pay a fine in full <ul> <li>Click "Pay" next to the fine you want to pay in full</li> <li>The full amount of the fine will be populated for you in the "Collect From Patron" box</li> - <li>Click "Confirm" </li> + <li>Click "Confirm"</li> <li>The fine will be removed from outstanding fines, and displayed as fully paid.</li> </ul> - -<h4>Pay a partial fine</h4> +</li> + <li>Pay a partial fine <ul> <li>Click "Pay" next to the fine you want to partially pay</li> <li>Enter the amount you are collecting from the patron in the "Collect From Patron" box</li> - <li>Click "Confirm" </li> + <li>Click "Confirm"</li> <li>The fine will be updated to show the original Amount, and the current Amount Outstanding</li> </ul> - -<h4>Writeoff a single fine</h4> -<ul> - <li>Click "Writeoff" next to the fine you wish to writeoff.</li> - <li>The fine will be removed from outstanding fines, and displayed as fully paid.</li> -</ul> - -<h4>Pay an amount towards all fines</h4> +</li> + <li>Pay an amount towards all fines <ul> <li>Click the "Pay Amount" button</li> <li>Enter the amount you are collecting from the patron in "Collect from Patron." The sum of all fines is shown in "Total Amount Outstanding"</li> <li>Click "Confirm"</li> <li>The fine totals will be updated with the payment applied to oldest fines first.</li> </ul> - -<h4>Writeoff All fines</h4> -<ul> - <li>Click the "Writeoff All" button</li> - <li>All fines will be removed from outstanding fines, and displayed as written off.</li> -</ul> - -<h4>Pay Selected fines</h4> +</li> + <li>Pay Selected fines <ul> <li>Check the selection boxes next to the fines you wish to pay, click "Pay Selected"</li> <li>Enter an amount to pay towards the fines.</li> <li>Click "Confirm"</li> <li>The fine totals will be updated with the payment applied to the oldest selected fines first.</li> </ul> +</li> + <li>Writeoff a single fine +<ul> + <li>Click "Writeoff" next to the fine you wish to writeoff.</li> + <li>The fine will be removed from outstanding fines, and displayed as written off.</li> +</ul> +</li> + <li>Writeoff All fines +<ul> + <li>Click the "Writeoff All" button</li> + <li>All fines will be removed from outstanding fines, and displayed as written off.</li> +</ul> +</li> + <li>If you accidentally mark and item as paid, you can reverse that line item by clicking 'Reverse' to the right of the line +<ul> + <li>Once clicked a new line item will be added to the account, showing the payment as reversed</li> +</ul> +</li> +</ul> -<p><strong>See the full documentation for Paying Fines in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html#payfines";>manual</a> (online).</strong></p> +<p><strong>See the full documentation for Paying Fines in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html#payfines";>manual</a> (online).</strong></p> [% INCLUDE 'help-bottom.inc' %] diff --git a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt index 1b3a114..6f44ad1 100644 --- a/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt +++ b/koha-tmpl/intranet-tmpl/prog/en/modules/help/members/readingrec.tt @@ -4,8 +4,10 @@ <p>The circulation history tab will appear if you have set the intranetreadinghistory preference to allow it to appear. If you have the OPACPrivacy system preference set to 'Allow' and the patron has decided that the library cannot keep this information this tab will only show currently checked out items.</p> -<p>You can export today's checked in barcodes by clicking on the link above the table. It simply generates a list of barcodes.</p> +<p>If you would like to export a list of barcodes for the items checked in today you can find that option under the More menu on the top right of the page.</p> -<p><strong>See the full documentation for Circulation History in the <a href="http://manual.koha-community.org/3.6/en/patroninformation.html#circhistory";>manual</a> (online).</strong></p> +<p>This will generate a text file with one barcode per line.</p> + +<p><strong>See the full documentation for Circulation History in the <a href="http://manual.koha-community.org/3.8/en/patroninformation.html#circhistory";>manual</a> (online).</strong></p> [% INCLUDE 'help-bottom.inc' %] -- 1.7.2.3 _______________________________________________ Koha-patches mailing list [email protected] http://lists.koha-community.org/cgi-bin/mailman/listinfo/koha-patches website : http://www.koha-community.org/ git : http://git.koha-community.org/ bugs : http://bugs.koha-community.org/
